Insights
Drawing from my firsthand experience owning and leading successful service firms, this is where I share my hard-won lessons. My goal is to provide the tools, guidance, and clarity to help you overcome challenges more quickly so that you and your team can thrive.
The Account Manager Mindset That Actually Grows Agencies
Many account managers fall into a vendor mentality, simply taking tactical orders to keep the client happy. But true value is unlocked when they act more like a doctor—diagnosing the larger business problem before prescribing a solution.
What It Takes to Build a Sellable Agency and Lessons Learned
Many agency owners treat their firm as a lifestyle business, a high-paying job rather than an asset, focusing on immediate client delivery and cash flow. They only prepare for a sale when they are burned out, which is the worst time to sell. Bottom line: A business ready to be sold is a better business to own.
Building a Sellable Business
Many agency owners treat their firm as a lifestyle business, a high-paying job rather than an asset, focusing on immediate client delivery and cash flow. They only prepare for a sale when they are burned out, which is the worst time to sell. Bottom line: A business ready to be sold is a better business to own.
How to Protect Your Margins Before the Sale Begins
Many agencies are forced to fix their margins through efficiency during the work. That is a hard battle to win. If you haven't done the underlying math before the contract is signed, you are likely financing your client’s business rather than running your own.

